Journey Settings

This article describes the different journey settings available and how you can configure them.

Frequency Capping

Configure if you want to follow frequency capping for this journey's campaigns or not. You can set frequency capping for promotional campaign messages, and for transactional campaign messages, you can ignore frequency capping.

For example, for 'Abandoned Cart' journeys, you can enable frequency capping. But for the 'Ask for Review' journey, you can disable frequency capping.

Know more about Frequency Capping: Frequency Capping

Revenue Tracking

Decide if you want to track revenue for this journey or not. This part is very important since Growlytics, by default, activities performed by customers in response to the last campaign message.

If the last message is of a 'Non-Follow-Up' Journey, your conversion tracking for other campaigns/journeys will not behave properly. For example, you don't need to enable revenue tracking for a 'Purchase Thank You' Journey.

Entry Audience Filters

Set conditions for the customer to enter the journey. This is useful when you are targeting customers of a particular segment.

For example, you have set up a campaign where if the customer has not purchased anything in the last 45 days, they receive an email. However, in this particular journey, you don't want to include a customer who has canceled orders, in the journey. For such a scenario, you can apply a filter of 'Not performed Order Cancelled in the last 45 days'.

Exit Criteria

Use Journey Exit Criteria to remove customers from journeys who no longer fit the journey's goal or for whom the journey's content is no longer relevant. This will help make the statistics more meaningful.

Exit Criteria Use Cases:

  • In the 'Abandoned Cart' journey, when a customer makes a purchase, remove the customer from the journey.

  • You have a journey to ask for a review after 15 days. But if the customer has already given a review after 2 days, remove the customer from the journey.

  • You have a retention journey to ask for a purchase after 45 days. But if the customer has already made a purchase after 45 days, remove the customer from the journey.

How to set the exit criteria?

There are two ways to set exit criteria:

  1. When an event is performed by the customer: Use this option to remove a customer from a journey when he performs any event. For example, in the 'Abandoned Cart' Journey, you can set the 'Purchase' event as an exit criterion. This means whenever a customer makes a purchase, he will be removed from the journey and will no longer receive 'Cart Follow-Up' messages.

  2. When a customer becomes part of a segment: Use this option to remove a customer from a journey when he becomes part of the segment.

Exit Criteria Considerations

  • Customers that are removed via exit criteria are logged, at each step of a journey. This will help you identify how many customers were removed using the Exit Criteria.

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